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BVALX vs VMVIX
BVALX vs VMVIX Comparison
Open Charts BVALX vs VMVIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.89
Change-$0.38 (-2.49%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
BVALX vs VMVIX Comparison Chart
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BVALX vs. VMVIX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BVALX is a Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. BVALX (1.99B). VMVIX pays higher dividends than BVALX: VMVIX (2.03) vs BVALX (1.61). BVALX was incepted earlier than VMVIX: BVALX (7 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. BVALX (17.00). VMVIX has a lower initial minimum investment than BVALX: VMVIX (3000) vs BVALX (1000000). VMVIX annual gain was more profitable for investors over the last year : 15.40 vs. BVALX (9.07). BVALX (42.70) and VMVIX (40.88) have equivalent 5 years return.
| BVALX | VMVIX | BVALX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 7.535 | 14.787 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 32.8B | 6% |
| Annual Yield % from dividends | 1.61 | 2.03 | 79% |
| Returns for 1 year | 9.07 | 15.40 | 59% |
| Returns for 3 years | 22.36 | 14.45 | 155% |
| Returns for 5 years | 42.70 | 40.88 | 104% |
| Returns for 10 years | N/A | 89.09 | - |
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